Geneva Advisors’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2017
Q2 | $2.21M | Buy |
49,273
+968
| +2% | +$43.4K | 0.04% | 196 |
|
2017
Q1 | $2.05M | Sell |
48,305
-3,415
| -7% | -$145K | 0.04% | 207 |
|
2016
Q4 | $2.14M | Sell |
51,720
-2,454
| -5% | -$102K | 0.04% | 197 |
|
2016
Q3 | $2.29M | Buy |
54,174
+559
| +1% | +$23.7K | 0.04% | 181 |
|
2016
Q2 | $2.43M | Sell |
53,615
-495
| -0.9% | -$22.4K | 0.05% | 174 |
|
2016
Q1 | $2.51M | Buy |
54,110
+18
| +0% | +$835 | 0.05% | 160 |
|
2015
Q4 | $2.32M | Buy |
54,092
+4,858
| +10% | +$209K | 0.04% | 183 |
|
2015
Q3 | $1.98M | Buy |
49,234
+1,255
| +3% | +$50.3K | 0.04% | 197 |
|
2015
Q2 | $1.88M | Sell |
47,979
-765
| -2% | -$30K | 0.03% | 209 |
|
2015
Q1 | $1.98M | Sell |
48,744
-1,141
| -2% | -$46.3K | 0.04% | 206 |
|
2014
Q4 | $2.11M | Sell |
49,885
-2,745
| -5% | -$116K | 0.04% | 191 |
|
2014
Q3 | $2.25M | Sell |
52,630
-2,456
| -4% | -$105K | 0.04% | 183 |
|
2014
Q2 | $2.33M | Sell |
55,086
-1,594
| -3% | -$67.5K | 0.04% | 192 |
|
2014
Q1 | $2.19M | Buy |
56,680
+16,436
| +41% | +$635K | 0.04% | 197 |
|
2013
Q4 | $1.66M | Sell |
40,244
-1,120
| -3% | -$46.3K | 0.03% | 182 |
|
2013
Q3 | $1.57M | Sell |
41,364
-544
| -1% | -$20.6K | 0.03% | 192 |
|
2013
Q2 | $1.68M | Buy |
+41,908
| New | +$1.68M | 0.04% | 160 |
|